Form 4: Westwood Holdings Group CIO Adrian Helfert Reports Stock Transactions
SEC Form 4 Filing
Adrian Helfert, CIO of Multi-Asset Investments at Westwood Holdings Group, reports the acquisition and disposal of company stock on February 21, 2025.
Summary
- On February 21, 2025, Adrian Helfert, the CIO of Multi-Asset Investments at Westwood Holdings Group, reported transactions involving the company's common stock.
- Helfert acquired 30,414 shares of common stock at $0 per share.
- He also disposed of 13,395 shares of common stock at a price of $16.44 per share.
- Following these transactions, Helfert directly owns 173,523 shares of Westwood Holdings Group.
- The form was signed on February 25, 2025, by Jonathan R. Nahhat, attorney-in-fact.
Sentiment
Score: 5
Explanation: This is a routine filing of stock transactions by a company executive. The sentiment is neutral as it doesn't inherently indicate positive or negative performance.
Industry Context
Form 4 filings are a routine part of insider trading regulations, providing transparency into the transactions of company executives and directors. These filings are closely watched by investors seeking insights into management's perspective on the company's stock.
Key Dates
| Date | Description |
|---|---|
| 02/21/2025 | Date of stock transactions (acquisition and disposal). |
| 02/25/2025 | Date of signature by attorney-in-fact. |
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.